Alternative Investing Mastery Series
Access Replay for Session 50:
AI’s Practical Uses for Business Owners and Investors
Don’t Miss This Replay
Learn from some of the biggest names in investing about how you can win with this downturn.What You’ll Learn In This Replay
What AI really is and why it matters for business owners and investors
How AI tools can save time, boost productivity, and support better decisions
Key risks to avoid when using AI in your business or investment process
How to find the right AI tools for your business or investment needs
Simple ways to start using AI today – without needing to code
Live Q&A to give you the answers you need
September 10th - Passive Investing in Timberland and Agriculture
September 17th - Retail Centers
October 1st - Alternative Assets in 401Ks
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Vanessa Alfaro
Founder Venus Capital and LunaX AI
Vanessa Alfaro is a serial entrepreneur, real estate investor, and innovator who has founded five 7–8 figure companies across three countries. She is the Founder of Venus Capital Partners, a women- and minority-owned real estate investment firm that has grown to $50 million AUM in just three years, and LunaX.AI, a company dedicated to helping corporations integrate AI strategically and build organizational competency. Recognized as one of the ten most successful real estate investors in the 2022 book 10 Paths, Vanessa is also an active member of the Forbes Business Council. Originally from Venezuela, Vanessa began her entrepreneurial journey at 22 with a boutique marketing agency that became one of the largest BTL marketing firms in the country within five years. She later expanded her businesses to Panama, co-founding Octametro Panama, which reached 7 figures in its first year. In 2009, she was named “Woman of the Year” by Panama’s Social World magazine. After selling her companies, Vanessa relocated to Los Angeles, where she co-founded Autoproyecto, the leading Hispanic content provider and publishing company in the U.S. With an MBA and master’s in Marketing from IESA, a BBA from UCV, and an MIT Executive Certification in Artificial Intelligence, Vanessa combines academic excellence with entrepreneurial success. Now based in Beverly Hills with her husband and five children, she remains deeply committed to philanthropy, supporting causes such as Invisible People, a nonprofit dedicated to raising awareness and driving action around homelessness and poverty in North America and the U.K.
Gary Sinderbrand
Founder and CEO of ArcheMatch, Inc.
Gary Sinderbrand is the Founder and CEO of ArcheMatch, Inc., where he is redefining the financial services industry through AI-powered psychological intelligence. With over 35 years of experience as a top-producing financial advisor and a training innovator, Gary began his career at Merrill Lynch at just 24 and quickly rose to become one of the firm’s youngest million-dollar producers. His success was rooted in a client-first, problem-solving approach—focusing on understanding individual needs rather than pushing products. Throughout his career, Gary has impacted over 12,000 financial advisors through transformative training systems. He co-created the Payne-Sinderbrand Program at Merrill Lynch—the firm’s longest-running and most successful peer-based training initiative—and later founded BetterPath Training, a robust educational platform containing over 2,000 hours of content. His proprietary frameworks, including the CRQ Algorithm and Archetype Matching Engine, offer a systematic approach to advisor development across all career stages. As a forward-thinking technologist, Gary has merged his expertise in psychology, finance, and AI to create RainMakerApp, the world’s first psychological intelligence platform for advisors. Through ArcheMatch, he is solving one of the industry’s most fundamental problems: helping advisors build authentic, values-aligned client relationships. His passion for innovation and lifelong learning is matched by his diverse background—as a certified pilot, scuba diver, and ski instructor—bringing a multidisciplinary lens to transforming financial services.